Last Updated: July 22, 2025

Kieran joined Rathbones in March 2017 in our Middle Office team having previously worked for Equiniti Financial Services as a senior transfers administrator. He started his administrative career in 1994 and has worked in various administration roles throughout his career. Kieran lives in Kent with his partner and two young sons. In his spare time he plays in a local pool league and is a keen follower of football.

Last Updated: July 22, 2025

Bridget specialises in the discretionary management of bespoke multi-asset portfolios for a broad range of clients and intermediaries, including pensions, trusts and offshore vehicles. Prior to joining Investec Wealth and Investment Bridget studied Economics at Cardiff University. She is a member of the Chartered Institute of Securities and Investment, having completed the Chartered Wealth Manager Qualification and Investment Advice Diploma.

Last Updated: July 22, 2025

Matthew has recently joined Rathbones as an investment director having over 23 years of investment experience managing portfolio for individuals, trusts, charities and pension funds at Quilter Cheviot. He is a Chartered Fellow of the CISI as well as being a long serving committee member and ex-president of the Manchester District of the CISI. He holds a BA (Hons) degree in Accounting & Finance from the University of Manchester.

Last Updated: July 22, 2025

As a Senior Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I mostly specialise in providing detailed financial planning advice to individuals, in areas such as pensions, retirement income planning, inter-generational tax planning including trusts.

Last Updated: August 8, 2025

Chris joined Saunderson House in 2015 as part of the graduate trainee programme and is part of Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. Chris holds Chartered Financial Planner status and is a Fellow of the Personal Finance Society.  He provides holistic financial planning to a wide range of clients, advising on tax-efficient investing, pension/retirement planning and passing wealth onto future generations.

Last Updated: July 22, 2025

I specialise in helping my clients make the right investment decisions and being responsible for implementing the investment strategy and day-to-day management of portfolios. I advise them on investments during their professional career, pre and post sale of their business, optimising income up to and beyond retirement, tax-efficient investments and managing family assets for the next generation.

Last Updated: July 30, 2025

I joined the company in 2015. I am the Office Support Lead and also provide administrative support to a Senior Investment Director. I am also involved in the firm's wider investment processes through sitting on the firm's Settlement Committee and Administration Forum.

Last Updated: July 22, 2025

I co-head a team of discretionary portfolio managers who look after individuals, trusts, pension funds, corporate accounts and charities. In addition, I contribute to the Group investment process having held a variety of roles at Investec, and I'm currently a member of the Asset Allocation committee. Within the team my particular focus is on larger clients including those who require greater overseas equity exposure.

Last Updated: July 22, 2025

Sally is the fixed income research analyst for the Rathbone Multi-Asset and Rathbone Greenbank Multi-Asset Portfolio funds. Sally joined Rathbones in September 2022 as an analyst for the Rathbone Fixed Income Team. Prior to joining Rathbones, she worked in fixed income and private wealth management at Evans and Partners in Australia. Sally graduated from Monash University, Melbourne, with a Bachelor of Pharmacy (with Honours) and Bachelor of Commerce (majoring in Finance) and is currently a Chartered Financial Analyst (CFA) Level 3 candidate.

Last Updated: July 22, 2025

Simon is regional director in the Exeter office. He specialises in managing investment portfolios on behalf of private clients, charities, trusts and pension funds. He is a Chartered Fellow of the Chartered Institute for Securities and Investment. During his career, Simon has established strong working relationships with a number of solicitors, accountants and independent financial advisers. He joined in June 2010 to assist with the expansion of Rathbones into the West Country.

Last Updated: July 22, 2025

I advise high net worth individuals and families on investments. My role is to help clients to achieve their financial goals. Consequently I manage a range of portfolios and pension funds. I work closely with my financial planning colleagues to optimise the tax efficiency of clients’ investment returns.

Last Updated: July 22, 2025

Edward is an investment director and a Chartered Member of the Institute for Securities and Investment. He specialises in managing portfolios for private individuals, trusts, pension funds, companies and charities. Edward started his career at WH Ireland Stockbrokers before joining HSBC Global Asset Management where he spent nine years and was responsible for managing over £200 million of client assets.